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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,030 | $167,362-69.5% | $143,799-64.5% | $134,532-62.1% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -5.23% | 0.47%-5.7pp | -0.04%-5.2pp | 418.27%-423.5pp |
| Employer contribution / active EE | $1,584 | $5,620-71.8% | $4,952-68.0% | $4,741-66.6% |
| Participant deferral / active EE | $3,168 | $6,447-50.9% | $5,638-43.8% | $6,401-50.5% |
| Admin fee / account holder | $112,404 | $18,094+521.2% | $14,677+665.8% | $11,429+883.5% |